20.1.0.0 (Oct 2020)

Release Detail For 20.1.0.0

Everyone
Calendar
The Time for Meetings will now be included when using non-All Day meetings as solid color on the Calendar.

Conversations
Extended folder restrictions to lookup of contacts and leads when adding Conversations.
Check the Visible to Client checkbox when adding Client Contacts from the Project Team lookup in the Add People screen.

Reports
Pivot Tables are now available without a lab.
Added an EBITDA option on the Corporate Profit and Loss. Go to GL Setting > GL Accounts to designate EBITDA Accounts. Run the Corp. P&L with the new Show EBITDA option to see the EBITDA adjusted amount.
Added Company Custom Fields to the Client Profit and Loss (Multi View) report.
New Report dataset called Billing Worksheet Detail. The report offers one detail row for each item in the workfile and includes Worksheet header information such as Invoice and Worksheet Comments.
Added Group by Division Name option to the Project Actuals By Month Report.
The Client Profit & Loss (Multi) only supports a No Client Specified row for Revenue without a client or project.
Corrected an issue with the Classic version of the Client Profit & Loss (Multi) where the No Client row was not appearing.
Corrected an issue with the Classic version of the Project Profit & Loss (Multi).
Added Campaign Custom Fields to the Campaign Profit and Loss report.
The UTC time differential is now incorporated into the Dates for Views and Reports.
Added Vendor Name to the Time Detail Datasets.
Added Write Off Reason as a selectable filter when using Any Of or Equal To on the Project Cost Transactions Dataset.
Formatted the Spec Sheet Date Updated column to show local Date/Time for the Project Spec Sheet Data and Project Request Spec Sheet Data.
When descriptions are added to Posted Vendor Invoices, the updated description now shows on the General Ledger report.

Time Sheets
Added Time Sheet Periods to Transaction Preferences so you can choose from Daily or Weekly Time Sheets.
Fixed an issue with not being able to approve or reject timesheets from the Timesheets Views.
Fixed an issue where the Display Option Group By selection was not saving for My Time.

Tracking Forms
Tracking Forms are now available in Labs.

Creative
Today
Fixed an issue with Tasks not being removed from Today Creative when they had Open To Dos and were marked complete using the percent complete on the Assignment Screen.
Excluded Project Template Tasks from the Assign Tasks screen on Today-Creative.

Salesperson
Opportunities
Added an error message when trying to delete a Campaign Opportunity that is not live and has projects linked to it.

Project Manager
Budget
Corrected the Variance Hours on the Project Budget by Type screen.

Campaigns
You cannot delete a Campaign Segment if there is an Approved Estimate that uses Segments or if there are Projects associated with the Segment.
Added Opportunity Full Name field to the Campaign Dash, Campaign Views and Campaign Level Dataset.
Added Salesperson field to the Campaign Views.

Deliverables
Fixed an issue with the Guest Login Link for Deliverable Reviews not working.

Estimates
Client Contacts set as Notify on Project Estimate Settings receive the approved estimate emails, they will now have to login to access the Project Estimate. They have access to print the estimate from the notification email.

Project Requests
Added a System Setting option to 'Use Conversations' in Project Request Edit > More that can be applied to specific Security Groups.

Projects
Updated the Project Display Option and System Setting so that 'My Open Assignments Only' will work correctly without needing to check the option for 'Open Assignments Only' along with it.
Added the Key People fields as column options to Project Manager > Projects.
Corrected an issue with selecting a team on a project for companies that are using GL Restrictions.
Fixed how groupings are handled in the grid print when printing to CSV.

To Do Board
Now the screen will only clear out the Notify List and Assigned To when a project is changed when adding To Dos.

Today
Added Task ID column to the Assignments Due But Not Done list under Today - PM, Items Needing Attention.

Transactions
Added Project Manager field to the Transactions Views.

Resource Manager
Staff Schedule
Added Yellow PTO and Black Company Blockout days to the Staff Schedule Excel print option of the Staff Schedule.

Billing
Billing Worksheets
There is now an Up To Date on the Add Transactions panel in Billing Worksheets. The default day is today so all transactions are shown until you change the date.

Client Invoices
Added the Invoice Number to the panel when you drill into the Expenses or Labor from a Client Invoice.

Mass Billing - Media
You may now select an alternate AR Account for media invoices. Mass Billing > Media > Generate > Billing Options offers an AR Account select for the current invoices.

Today
Added the Campaign Account Manager of the Campaign that is linked in the Header of the Invoice to the Client Invoice Views.
The parent split invoices no longer appear on Billing Today > Print Email Invoices listing.

Purchasing
Credit Cards
Modified the Credit Card Entry and Edit screens to pull Item Name into the Description field. This change makes credit card charges consistent with vendor invoices.

Payments
Fixed an issue where users were not able to download Attachments in the Payments edit.

Orders
The Revision number on BO, IO and PO is now correctly refreshed when orders are unapproved.

Vendor Invoices
Added the ability to create Intercompany Vendor Invoices from Expense Reports. The GL company on the header is the default GL company for the user for projects which have 'Company/Office/Class Source' = Person and the detail lines are created for the target GL company on the project. Intercompany Mapping must be set up.

Vendors
Corrected an issue with Security Settings Viewing and Editing of Bank Information that allowed users without the right to view the vendor details.

Admin/Manager
Custom Fields
Added Project Custom Fields to the Deliverable Detail Dataset Report.

Framework
Fixed an issue that occurred when selecting a checkbox in a grid caused the screen to scroll to another part of the grid.

Import Data
Corrected an issue with the Project Import that did not update the Labor Rate Sheet.

System Setup
Added GL Access Restrictions to the Teams tab for Project Setup as well as in the Employee Projects & Time >Services section.
Added Campaign ID and Campaign Name to system log view and report.